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Your setup score

The steps that take your account to a complete foundation setup.

Table of Contents

Your setup score measures the basics that every clinic needs.

What it looks at

  • People and place: team, business details, locations, calendar and sender address.

  • Your offer: services, medical forms, online bookings and the patient portal.

  • Communication: client notifications, precare and aftercare.

  • Growth: reviews, leads and loyalty.

  • Operations: stock, basic reports and custom fields. In the US, tips too.

Finish each area to raise your score.

Up next

Next, read Turn on key features.